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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,486 | $117,846-84.3% | $102,434-82.0% | $145,884-87.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.02% | 31.90%-15.9pp | 29.46%-13.4pp | 551.85%-535.8pp |
| Employer contribution / active EE | $2,735 | $3,615-24.3% | $3,023-9.5% | $4,662-41.3% |
| Participant deferral / active EE | $5,160 | $5,733-10.0% | $5,055+2.1% | $6,690-22.9% |
| Admin fee / account holder | $209 | $13,356-98.4% | $9,462-97.8% | $13,392-98.4% |